James Bower is a financial advisor at Simplicity Wealth with 17 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Gradient Advisors, Woodbury Financial Services, and Questar Asset Management. Outside the advisory field, he works as a territory manager selling commercial gym equipment in western Pennsylvania. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides a technology-driven platform for advisors featuring model portfolios, risk management, and operational support.

Laura Abbott Decarolis is a CFP® professional with 37 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2004. She has also been associated with Horizon Financial Advisors since 1991. Decarolis serves as a board member of Trustmont Financial Group and acts as treasurer for a homeowners association. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Heather Brinker is a financial advisor with SEIA in Pittsburgh, PA, holding Series 63 and 65 designations and nine years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory work, she is a member of Stonewall Alliance, a nonprofit focused on recreational sports and community outreach. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, with an investment process that combines strategic macro asset allocation and tactical adjustments guided by an in-house Investment Solutions Group and committee.

Eric Sutliff is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Uber, Grove Point Investments, Horizon Transport, Delta Global Services, and H. Beck, Inc. He also works as an independent contractor driver for vehicle transport and rideshare services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

Michelle Adelsperger is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 license and 22 years of industry experience. She is also a shareholder and treasurer at Scarano, Trump & Adelspenger, a certified public accounting firm, where she manages client financial statements, tax returns, and staff. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets.

Douglas Smith is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Trustmont Advisory Group and its related entity since 2007. Additionally, Smith is an insurance agent involved in the sale of accident and health, disability, life insurance, and fixed annuities. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment outlook and utilizes a broad range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

Jack Heffner is a ChFC® with 38 years of industry experience, currently serving at Trustmont Advisory Group, Inc. in Greensburg, PA. He has been with the firm and its predecessor, Trustmont Financial Group, since 2011. He is also engaged in insurance sales as an agent specializing in accident and health and disability insurance. Trustmont Advisory Group serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment approach and utilizes a variety of public research sources to manage discretionary accounts totaling approximately $1.3 billion as of late 2025.

Lawrence Hamilton is a CFP® with 38 years of experience in the financial industry. He is affiliated with Trustmont Advisory Group, Inc. and has held positions at several firms, including Mid America Group-Northeast, Inc., where he is owner and president. Outside of advisory work, he is involved in the sale of disability and life insurance and serves as a consultant for various retirement plans. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook informed by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Joseph Matusz is a financial advisor with Prosperity Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His prior work includes roles at Fortune Financial Services, Inc. and Golden Triangle. He is also an independent insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio supervision and employs multiple methods of analysis, including fundamental, technical, charting, and cyclical approaches.

Nancy Bennett is a CFP® professional with 17 years of industry experience. She is affiliated with Trustmont Advisory Group, Inc. and is a senior member of Bennett & Brkovich, LLC, an accounting firm. Bennett also serves as a trustee for the Margaret L. Janisse Charitable Remainder Trust and manages a farm in Fairfield Township, PA. Trustmont Advisory Group serves individual and institutional clients with financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook, incorporating public research and adviser judgment, and manages approximately $1.1 billion in discretionary assets.

Merle Koon is a CFP® with 25 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2009. He is also licensed as an insurance agent and provides business consulting services focused on client education in business improvement, systems, cost control, and customer service. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook. The firm manages approximately $1.1 billion in discretionary assets and provides periodic account reviews and written financial plans.

Howard Shear is a financial advisor with Good Life Advisors, LLC in Monroeville, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with Good Life Advisors since 2014. Outside of his advisory role, he is involved with Shear Capital Group, LLC, providing financial planning and wealth management services. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple sponsored advisory programs.

Stephen Receski is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Spire Investment Partners, LLC since 2009. Outside of his advisory role, he performs outside accounting work for businesses and individuals through a separate tax services business in the Pittsburgh area. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management options including discretionary and non-discretionary services. The firm employs a diverse mix of investment strategies and offers access to proprietary risk overlays and various third-party programs.

Eric Porter is a CFP® with 29 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2010. He is also the managing partner of WPK Enterprises LLC and has been involved with Century Insurance Consultants, Ltd. since 1993, where he engages in the sale of various insurance products. Trustmont Advisory Group serves a diverse client base including individuals and institutional clients such as pension plans, trusts, and charitable organizations, providing financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.

Samuel White is a financial advisor with Lifemark Securities Corp. in Greensburg, PA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. for seven years. Outside of his advisory role, he operates a CPA practice and owns a tax preparation franchise. He also serves as treasurer for several local organizations, including Patrons of the Arts Vatican Museum, Ligonier Valley Learning Center, and Holy Trinity Church’s Financial Council. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed discretionary or non-discretionary and held with third-party custodians.

Delaney Heenan is a financial advisor at Trustmont Advisory Group, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including tax preparation and bookkeeping, as well as financial services client coordination. Heenan has also been involved in tax and financial services as an enrolled agent through her own firm, Delaney Heenan Tax & Financial Service LLC. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

William Johnston IV is a financial advisor at Trustmont Advisory Group, Inc. with 44 years of industry experience. He has held his current role at Trustmont Financial Group, Inc. since 2015. Johnston holds Series 63 and Series 65 designations. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a long-term investment outlook and draws on multiple public research sources to manage discretionary accounts, with approximately $1.3 billion managed as of December 2025.

Anthony Fontana II is a financial advisor with Gradient Advisors, LLC and holds a Series 65 credential. He has three years of industry experience, including previous roles at Brookstone Capital Management and AE Wealth Management. In addition to his advisory work, he is the sole proprietor of Annuity IQ, LLC, where he is involved in life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, and various organizational clients. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model that involves client approval of transactions.

Robert Turner is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trustmont Advisory Group since 2018, following his tenure at Trustmont Financial Group beginning in 2011. Trustmont Advisory Group serves individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Anthony Hladek is a financial advisor at Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Trustmont Advisory Group and its affiliated Trustmont Financial Group since 2007. Outside of his advisory role, he is a member of LokDek, LLC and serves on the board of Trustmont Financial Group, Inc. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook supported by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.